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2, Inchford Close, NUNEATON, Warwickshire, CV11 6UF - 024 7637 0515 nicola@nicolafisher.co.uk |
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Financial Planning
What is Financial Planning? Put simply, now that you have some money, how are you to keep it and make it work for you. Financial planning is a professional service for individuals, their families and businesses who need objective advice to organize their financial affairs and achieve their goals. A typical Financial Plan will help you identify your goals and make recommendations as to how they might be achieved, including: Tax Planning Cash and Debt management Savings and Investments Retirement Planning Wills and Trusts Protection Whilst Nicola Fisher Financial Planning Ltd is no longer FSA registered, we can still give in house generic financial advice. This means that we may advise you on the most tax efficient savings vehicles and protection products. We can also help with money management and schemes to reduce debt. If you require regulated financial advice then this may be provided via our sister company Pattinsons Financial Services Ltd. To contact Pattinsons Financial Services Ltd., telephone either 024 7637 0515 or 024 7637 5777, or e-mail nicola.fisher@pattinsons.co.uk |
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Accounts |
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Book Keeping |
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Taxation |
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Company Formation & Secretarial Support |
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Estate Planning |
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Trusts |
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Financial Planning |
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Retirement Planning |